Roth Financial Group, Merritt Island, Florida

Newsletters

Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.
Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.